DB Wealth Management
David Bilka, CFP®
President
352-728-6789
dbilka@royalaa.com
Welcome

At DB Wealth Management, we can help.

The hallmark of our firm is educating, providing trusted advice, and first-class service to our clients. Regardless of how simple or complex your financial situation, we put you at the center to ensure that your plans accurately reflect your unique vision and values.

By design, we are an independent firm allowing us to serve clients with objective advice.  We are small enough to offer you the personalized service that you're looking for, yet large enough to have access to a wide variety of investment options.  

If you're not currently acquainted with our firm, we've established this Web site as a way for you to get to know us and understand how we can help you optimize your wealth and simplify your life.

Welcome to DB Wealth Management.  Welcome to your financial future.

Latest Video Client Alert
Newsletters
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    During your working years, you've probably set aside funds in retirement accounts such as IRAs, 401(k)s, and other workplace savings plans, as well as in taxable
  • When Your Child Asks for a Loan, Should You Say Yes?
    You raised them, helped get them through school, and now your children are on their own. Or are they? Even adult children sometimes need financial
  • How Does Your 529 Plan Stack Up Against the Competition?
    If you're one of the millions of parents or grandparents who've invested money in a 529 plan, now may be a good time to see how your plan
  • I owe a large amount of money to the IRS. Can I pay what I owe in installments?
    Unfortunately, not everyone gets a refund during tax season. If you are in the unenviable position of owing a large amount of money to the IRS, you
  • Will I have to pay a penalty tax if I don't have qualifying health insurance?
    It depends. One of the main objectives of the health-care reform law, the Patient Protection and Affordable Care Act (ACA), is to encourage uninsured
    
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Securities, insurance & advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC and a registered investment adviser. DB Wealth Management, LLC is not affiliated with Royal Alliance Associates, or registered as a broker-dealer or an investment adviser.



This communication is strictly intended for individuals residing in the state(s) of FL, NE and OH. No offers may be made or accepted from any resident outside the specific states referenced.